How to Find and Modify Text Values in Custom Metadata Types in Salesforce

Prerequisite: Ensure users have Customize Application Permission checked under System Administrator Profile.

• Navigate Setup | Profiles
• Mark the Customize Application checkbox as checked Under Profiles

Step 1: Locating Custom Metadata Type

• Click the Gear icon in the upper upper-right corner

• In the Quick Find box, type Custom Metadata Types

Step 2: Click on the Label of the specific Custom Metadata Type you need to edit

Step 3: Click the Manage Records button

Step 4: Find the record you want to modify and click Edit

Step 5: Change the text value in the field as needed and click on Save button

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Written By: Mohit Agarwal | Forum Ambassador
Mohit Kumar Agarwal is a Salesforce Product Line Architect at Dell Technologies with more than 15 years of experience in the Salesforce ecosystem. Mohit has 15 Salesforce certifications and is among the Top 10 Best Answers leader in the Trailblazer Community

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